Job Title: Account Manager Duration: 12 Months Location: Montreal, QC H3C 1A3 : Description: Bilingualism (EN/FR): mandatory Description: Main Responsibilities: Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs. Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery. Act as a liaison with the various operational areas within to ensure tasks are completed in a proactive and timely manner Provide clients with guidance on policies,



procedures and training that directly impact their business Provide process improvement recommendations that will enhance the overall business relationship with clients Represent professionally in all internal activities Qualifications: University degree with a minimum of two years in a brokerage/service role Canadian Securities Course (CSC) is considered an asset Knowledge of the regulatory and legal aspects of the industry Familiarity with Microsoft Office Self-starter with the ability to work independently and also within a team environment Highly motivated and enthusiastic individual who demonstrates can do attitude with the ability to work in a high volume, fast paced environment Robust interpersonal skills Strong verbal and written communication skills

📌 Investment Banking Specialist (Montreal)
🏢 Infotree Global Solutions
📍 Montreal